Fidelity Seeks More Time to Answer Whistleblower Suit
By Dinah Wisenberg BrinFidelity seeks more time to answer a suit alleging it put profits over clients' best interests.
May 20, 2024
Fidelity Seeks to Empower Newly Tech-Savvy AdvisorsAdvisors who embraced tech during the pandemic are seeing benefits and looking for more, Fidelity's Marissa Herr says.
May 13, 2024
Creative Planning Joins Fidelity Referral ProgramCEO Peter Mallouk says he expects a third custodian to become "dominant" along with Fidelity and Schwab.
May 08, 2024
Fidelity Sales Practices Violated Reg BI, Advisor Says in Whistleblower SuitThe firm pressured advisors to sell managed money and other products over low-cost funds, the suit says.
April 29, 2024
Tech-Savvy Firms Add Clients, Grow Assets Faster: FidelityThey expand their client base and assets much quicker than peers: 20% versus 8% and 22% versus 11%, respectively.
April 22, 2024
Fidelity Launches Organic Growth Hub for AdvisorsThe investment giant says focusing on "controllable practices" can boost growth regardless of external factors.
April 18, 2024
Cambria's Meb Faber Blasts Fidelity Over ETF Fee Plans"We have Cambria brokerage accounts at Fidelity we will move elsewhere," Faber told ThinkAdvisor.
April 11, 2024
Fidelity Gives Teens 3 Theme-Based Investing BasketsThe thematic stock groups are clothes, shoes and beauty; gaming, social media and connectivity; and entertainment.